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THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST 401k Plan overview

Plan NameTHE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST
Plan identification number 001

THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEINBERG, SYMER & PLATT, LLP has sponsored the creation of one or more 401k plans.

Company Name:STEINBERG, SYMER & PLATT, LLP
Employer identification number (EIN):141658218
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES A STEINBERG2013-10-14
0012011-01-01JAMES A. STEINBERG2012-10-02
0012010-01-01JAMES A. STEINBERG2011-10-17

Financial Data on THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST

Measure Date Value
2025 : THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-200
Total liabilities as of the end of the plan year2025-06-200
Total liabilities as of the beginning of the plan year2025-06-200
Total expenses incurred by plan in this plan year2025-06-20165960
Net assets as of the end of the plan year2025-06-20831217
Total assets as of the beginning of the plan year2025-06-20907918
Value of plan covered by a fidelity bond2025-06-20150000
Participant contributions to plan in this plan year2025-06-200
Other expenses paid from plan in this plan year2025-06-200
Other contributions to plan in this plan year2025-06-200
Other income to plan in this plan year2025-06-2085300
Plan net income in this plan year2025-06-20-76701
Net assets as of the end of the plan year2025-06-20831217
Net assets as of the beginning of the plan year2025-06-20907918
Employer contributions to plan in this plan year2025-06-203959
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-209707
2024 : THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-160
Total liabilities as of the end of the plan year2024-04-160
Total liabilities as of the beginning of the plan year2024-04-160
Total expenses incurred by plan in this plan year2024-04-16108850
Net assets as of the end of the plan year2024-04-16907918
Total assets as of the beginning of the plan year2024-04-16906744
Value of plan covered by a fidelity bond2024-04-16150000
Participant contributions to plan in this plan year2024-04-160
Other expenses paid from plan in this plan year2024-04-160
Other contributions to plan in this plan year2024-04-160
Other income to plan in this plan year2024-04-16106345
Plan net income in this plan year2024-04-161174
Net assets as of the end of the plan year2024-04-16907918
Net assets as of the beginning of the plan year2024-04-16906744
Employer contributions to plan in this plan year2024-04-163679
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-168850
2022 : THE LAW OFFICES OF JAMES A STEINBERG PSP & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-280
Total liabilities as of the end of the plan year2022-03-280
Total liabilities as of the beginning of the plan year2022-03-280
Total expenses incurred by plan in this plan year2022-03-28444901
Net assets as of the end of the plan year2022-03-281289385
Total assets as of the beginning of the plan year2022-03-281539124
Value of plan covered by a fidelity bond2022-03-28150000
Participant contributions to plan in this plan year2022-03-280
Other expenses paid from plan in this plan year2022-03-280
Other contributions to plan in this plan year2022-03-280
Other income to plan in this plan year2022-03-28189434
Plan net income in this plan year2022-03-28-249739
Net assets as of the end of the plan year2022-03-281289385
Net assets as of the beginning of the plan year2022-03-281539124
Employer contributions to plan in this plan year2022-03-285728
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-289193

Potentially related plans

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